What to Do When You Don't Want Executives Handling Catchall Territories

If you don't want your execs troubleshooting account and opportunity assignment, read on. Catchall territories are territories high up in the territory hierarchy that have a value of Any for some or all of the territory dimensions.

Your organization must monitor the catchall territories to identify and reassign records with incomplete data and to adjust for any gaps in your territory structure. The territories at the top of your hierarchy are usually owned by sales executives who aren't involved in territory troubleshooting. You can make it possible for others to manage the troubleshooting in either one of two ways:

• You can add the sales administrator as a member of the top catchall territory. As a territory member, the sales administrator can troubleshoot assignment, but she also gains access to all the forecasts the executive is reviewing.

• You can create two territories: one for the executive and one for the administrator right underneath in the hierarchy. The executive's territory gets a blank coverage (no coverage), so no accounts or opportunities are assigned. The administrator gets the catchall territory, with Any as the value for the appropriate dimensions.

When you create separate territories, the executive can review and adjust all the forecasts from the sales team. The owner of the catchall territory gets to troubleshoot any accounts or opportunities that aren't properly assigned. You can turn off forecasting for the catchall, so that the catchall territory owner doesn't see the forecasts the executive is approving.

Here's a diagram of a sample territory hierarchy with a separate overall catchall territory. The separate overall catchall territory, US Product Sales Catchall, is a child of US Product Sales and the parent of the next level of territories: West US and East US. A catchall must be a parent node. It cannot be a leaf node in the hierarchy.

Here are the setup details for the territories. A value of Blank for the top territory means that you removed coverage, assuring that no accounts or opportunities are assigned to that territory. Entering the value Disabled in the Enable Forecasting field for the catchall territory, disables access to forecasting for the territory owner.

Territory Name	Territory Type	Address	Product	Enable Forecasting
US Product Sales	Prime	Blank	Blank	Prime
US Product Sales Catchall	Prime	Any	Any	Disabled
West US	Prime	Country: United States, State: CA Country: United States, State: NV Country: United States, State: AZ And entries for all the remaining 22 states in the western half of the US	Any	Prime
West Laptops	Prime	Country: United States, State: CA Country: United States, State: NV Country: United States, State: AZ And entries for all the remaining 22 states in the western half of the US	Laptops	Prime
West Servers	Prime	Country: United States, State: CA Country: United States, State: NV Country: United States, State: AZ And entries for all the remaining 22 states in the western half of the US	Servers	Prime
East US	Prime	Country: United States, State: NY Country: United States, State: NJ Country: United States, State: MA And entries for all the remaining 22 states in the eastern half of the US	Any	Prime
East Laptops	Prime	Country: United States, State: NY Country: United States, State: NJ Country: United States, State: MA And entries for all the remaining 22 states in the eastern half of the US	Laptops	Prime
East Servers	Prime	Country: United States, State: NY Country: United States, State: NJ Country: United States, State: MA And entries for all the remaining 22 states in the eastern half of the US	Servers	Prime